Avantax Advisory Services’s Organon & Co OGN Stock Holding History

Avantax Advisory Services’s Portfolio OGN Stock Details OGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$102K	Buy	+10,500	New	+$108K	﹤0.01%	2288
2023 Q3	–	Sell	-11,225	Closed	-$234K	–	1597
2023 Q2	$234K	Sell	11,225 -177	-2%	-$3.85K	﹤0.01%	1325
2023 Q1	$268K	Buy	11,402 +312	+3%	+$8.38K	﹤0.01%	1216
2022 Q4	$310K	Sell	11,090 -439	-4%	-$11.2K	﹤0.01%	1090
2022 Q3	$270K	Sell	11,529 -2,047	-15%	-$61.8K	﹤0.01%	1055
2022 Q2	$458K	Buy	13,576 +1,465	+12%	+$51.3K	0.01%	825
2022 Q1	$404K	Buy	12,111 +124	+1%	+$4.24K	0.01%	872
2021 Q4	$365K	Buy	11,987 +1,094	+10%	+$35.6K	0.01%	885
2021 Q3	$325K	Buy	10,893 +84	+0.8%	+$2.69K	0.01%	891
2021 Q2	$292K	Buy	+10,809	New	+$356K	0.01%	915

Other funds holding OGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Avantax Advisory Services's OGN Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Organon & Co (OGN) in Q2 2025: 10,500 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #2288 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in OGN as recently as Q2 2023.

Avantax Advisory Services first reported a position in OGN in Q2 2021 and has held it in 10 quarters since. The position peaked at $458K in Q2 2022. 695 funds tracked by Wall St. Rank hold OGN as of Q2 2025.

Avantax Advisory Services held 10,500 shares of Organon & Co worth $102K as of Q2 2025.
Organon & Co was a new Avantax Advisory Services position in Q2 2025.
Organon & Co made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2288 holding.
Avantax Advisory Services first reported a position in Organon & Co in Q2 2021 and has held it in 10 quarters since.
Avantax Advisory Services's Organon & Co position peaked at $458K in Q2 2022.
695 funds tracked by Wall St. Rank held Organon & Co as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.